Avidian Wealth Enterprises, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1471474
HOUSTON, TX
Position in UAL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,327,126
+$540,112 QoQ
Shares Held
9,759
+14.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#411
of 1,063 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $2,010,039 across 3 Airlines names. UAL ranks #1 (66.0% of the industry book) .
All Filings in UAL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,327,126 | 9,759 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $787,014 | 8,548 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $898,697 | 8,037 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $767,271 | 7,951 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $622,069 | 7,812 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $533,963 | 7,733 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $812,921 | 8,372 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $487,121 | 8,537 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $512,681 | 10,536 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $408,464 | 8,531 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $301,651 | 7,311 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $279,645 | 6,611 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $357,258 | 6,511 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $288,111 | 6,511 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $210,516 | 5,584 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $256,954 | 7,899 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $288,637 | 8,149 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||